Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
M D JIROUS AND BARBARA JIROUS
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)2701 W I 44 SERVICE RD STE 103
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73112
A Employer identification number

73-1483496
B Telephone number (see instructions)

(405) 942-2936
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,142,313J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 16,490 16,490  
4 Dividends and interest from securities... 231,665 231,665  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 712,576
b Gross sales price for all assets on line 6a 6,631,934
7 Capital gain net income (from Part IV, line 2)... 712,576
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5,509 5,509  
12 Total. Add lines 1 through 11........ 966,240 966,240  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,000     130,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,964 1,714   1,250
c Other professional fees (attach schedule).... Click to see attachment 87,402 87,402    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,741 20,741    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 2,500 2,500    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 243,607 112,357   131,250
25 Contributions, gifts, grants paid....... 451,842 451,842
26 Total expenses and disbursements. Add lines 24 and 25 695,449 112,357   583,092
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 270,791
b Net investment income (if negative, enter -0-) 853,883
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 197,260 383,583 383,583
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,918,401 Click to see attachment10,002,869 10,758,730
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,115,661 10,386,452 11,142,313
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 10,115,661 10,386,452
30 Total net assets or fund balances (see instructions)..... 10,115,661 10,386,452
31 Total liabilities and net assets/fund balances (see instructions). 10,115,661 10,386,452
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,115,661
2
Enter amount from Part I, line 27a .....................
2
270,791
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,386,452
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
10,386,452
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ACCT 6049 P    
b ACCT 6078 P    
c ACCT 6078 P    
d ACCT 6078 P    
e ACCT 6104 P    
ACCT 6104 P    
ACCT 6133 P    
ACCT 6133 P    
ACCT 2181 P    
ACCT 2181 P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,355   10,960 2,395
b 2,378   2,415 -37
c 106,633   60,376 46,257
d 14,533   2,924 11,609
e 20,044   20,000 44
55,000   55,000  
567,720   413,100 154,620
70,540   49,908 20,632
1,514,013   1,627,383 -113,370
4,267,718   3,677,292 590,426
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,395
b       -37
c       46,257
d       11,609
e       44
       
      154,620
      20,632
      -113,370
      590,426
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 712,576
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -113,363
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 17,078
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 17,078
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,078
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 10,680
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,398
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletFD THOMPSON & CO PLC Telephone no.bullet (405) 603-6400

    Located atbullet13320 N MACARTHUR BLVDOKLAHOMA CITYOK ZIP+4bullet73142
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    M D JIROUS PRESIDENT
    1.00     		115,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    BARBARA JIROUS PRESIDENT
    1.00     		5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    JAY JIROUS DIRECTOR
    1.00     		5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    THOMAS COLLINS DIRECTOR
    1.00     		5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,631,889
    b
    Average of monthly cash balances.......................
    1b
    552,192
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,184,081
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,184,081
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    182,761
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,001,320
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    600,066
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    600,066
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    17,078
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,078
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    582,988
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    582,988
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    582,988
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    583,092
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    583,092
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    583,092
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 582,988
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 561,810
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 583,092
    a Applied to 2017, but not more than line 2a 561,810
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount..... 21,282
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		561,706
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALVA HIGH SCHOOL
    501 14TH STREET
    ALVA,OK73717     		NONE   501(C)(3)-CONTRIBUTION 2,500
    ALVA INDEPENDENT SCHOOL
    418 FLYNN STREET
    ALVA,OK73717     		NONE   501(C)(3)-CONTRIBUTION 1,500
    ALVA MIDDLE SCHOOL
    800 W FLYNN STREET
    ALVA,OK73717     		NONE   501(C)(3)-CONTRIBUTION 2,500
    AMERICAN HEART ASSOCIATIONS
    3401 NW 63RD ST
    OKLAHOMA CITY,OK73116     		NONE   501(C)(3)-CONTRIBUTION 200
    AMERICAN LEGION POST 91
    PO BOX 327
    WEATHERFORD,OK73096     		NONE   501(C)(3)-CONTRIBUTION 2,000
    ANGIE DEBO ELEMENTARY
    16060 N MAY
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 1,000
    BLACKWELL CHAMBER OF COMMERCE
    120 S MAIN ST
    BLACKWELL,OK74631     		NONE   501(C)(3)-CONTRIBUTION 500
    BLACKWELL PUBLIC SCHOOLS
    201 E BLACKWELL
    BLACKWELL,OK74631     		NONE   501(C)(3)-CONTRIBUTION 1,000
    CALERA POLICE DEPARTMENT
    112 W MAIN ST
    CALERA,OK74730     		NONE   501(C)(3)-CONTRIBUTION 1,000
    CALERA SCHOOLS
    209 N 3RD
    CALERA,OK74730     		NONE   501(C)(3)-CONTRIBUTION 2,000
    CALERA UNITED METHODIST CHURCH
    111 S MCKINLEY AVE
    CALERA,OK74730     		NONE   501(C)(3)-CONTRIBUTION 1,000
    CALM WATERS
    4334 NW EXPRESSWAY
    OKLAHOMA CITY,OK73116     		NONE   501(C)(3)-CONTRIBUTION 1,500
    CASHION EDUCATION FOUNDATION
    PO BOX 351
    CASHION,OK73016     		NONE   501(C)(3)-CONTRIBUTION 1,000
    CHARLES HASKELL ELEMENTARY
    1701 NW 150TH STREET
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 1,000
    CHARLES HASKELL ELEMENTARY
    1701 NW 150TH STREET
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 3,000
    CHURCH OF CHRIST FELLOWSHIP HALL
    405 S MCKINLEY AVE
    CALERA,OK74730     		NONE   501(C)(3)-CONTRIBUTION 1,000
    CHURCH OF THE SERVANT
    14343 N MACARTHUR BLVC
    OKLAHOMA CITY,OK73142     		NONE   501(C)(3)-CONTRIBUTION 2,000
    CITY RESCUE MISSION
    800 W CALIFORNIA AVE
    OKLAHOMA CITY,OK73106     		NONE   501(C)(3)-CONTRIBUTION 4,500
    CONNECTING POINT PRESBYTERIAN CHURC
    4400 N SHARTEL AVE
    OKLAHOMA CITY,OK73102     		NONE   501(C)(3)-CONTRIBUTION 1,000
    CROSSING CHRISTIAN SCHOOL
    14400 PORTLAND AVE
    OKLAHOMA CITY,OK73134     		NONE   501(C)(3)-CONTRIBUTION 3,000
    CROSSING CHRISTIAN SCHOOL
    14400 PORTLAND AVE
    OKLAHOMA CITY,OK73134     		NONE   501(C)(3)-CONTRIBUTION 2,000
    DURANT HIGH SCHOOL
    950 GERLACH DRIVE
    DURANT,OK74701     		NONE   501(C)(3)-CONTRIBUTION 1,000
    EPIPHANY OF THE LORD CATHOLIC CHURC
    7336 W BRITTON RD
    OKLAHOMA CITY,OK73132     		NONE   501(C)(3)-CONTRIBUTION 1,000
    FAITH CHURCH
    12201 WARWICK DR
    OKLAHOMA CITY,OK73162     		NONE   501(C)(3)-CONTRIBUTION 1,000
    FIRST BAPTIST CHURCH OF CALERA
    THIRD RYAN
    CALERA,OK74730     		NONE   501(C)(3)-CONTRIBUTION 1,000
    FRONTIER ELEMENATARY
    4901 EXPLORER DR
    EDMOND,OK73012     		NONE   501(C)(3)-CONTRIBUTION 1,000
    GATE CHURCH
    7700 N COUNCIL RD
    OKLAHOMA CITY,OK73132     		NONE   501(C)(3)-CONTRIBUTION 1,000
    GLORY BOUND PENTECOSTAL
    301 E WASHINGTON AVE
    CALERA,OK74730     		NONE   501(C)(3)-CONTRIBUTION 1,000
    GRACE INDIAN BAPTIST CHURCH
    HIGHWAY 78
    CALERA,OK74730     		NONE   501(C)(3)-CONTRIBUTION 1,000
    GREYSTONE LOWER ELEMENTARY SCHOOL
    2525 NW 112TH STREET
    OKLAHOMA CITY,OK73120     		NONE   501(C)(3)-CONTRIBUTION 1,000
    GROVE VALLEY ELEMENTARY SCHOOL
    3500 DANFORTH ROAD
    EDMOND,OK73012     		NONE   501(C)(3)-CONTRIBUTION 1,000
    GUTHRIE UPPER ELEMENTARY
    702 N CROOKS DR
    GUTHRIE,OK73044     		NONE   501(C)(3)-CONTRIBUTION 7,000
    HARVEST HILLS ELEMENTARY
    8201 NW 104TH ST
    OKLAHOMA CITY,OK73162     		NONE   501(C)(3)-CONTRIBUTION 1,000
    HERITAGE BAPTIST CHURCH
    14317 N COUNCIL
    OKLAHOMA CITY,OK73142     		NONE   501(C)(3)-CONTRIBUTION 1,000
    HOLY TRINITY LUTHERAN CHURCH
    308 NW 164TH STREET
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 1,000
    HONORING AMERICA'S WARRIORS
    1301 CORNELL PKWY 700
    OKLAHOMA CITY,OK73108     		NONE   501(C)(3)-CONTRIBUTION 2,500
    HOUSE OF HEALING
    7300 BRITTON RD
    EL RENO,OK73036     		NONE   501(C)(3)-CONTRIBUTION 500
    JAMES L DENNIS ELEMENTARY
    11800 JAMES L DENNIS DR
    OKLAHOMA CITY,OK73162     		NONE   501(C)(3)-CONTRIBUTION 1,000
    JESUS HOUSE
    1335 W SHERIDAN AVE
    OKLAHOMA CITY,OK73106     		NONE   501(C)(3)-CONTRIBUTION 5,000
    JOHN MARSHALL HIGH SCHOOL
    12201 PORTLAND AVE
    OKLAHOMA CITY,OK73120     		NONE   501(C)(3)-CONTRIBUTION 1,000
    JOHN REX PTA
    500 W SHERIDAN AVE
    OKLAHOMA CITY,OK73102     		NONE   501(C)(3)-CONTRIBUTION 1,000
    LIFE CHURCH
    4600 E 2ND STREET
    EDMOND,OK73034     		NONE   501(C)(3)-CONTRIBUTION 1,000
    MARSHALL INDEPENDENT SCHOOL
    1305 E PINECREST
    MARSHALL,TX75670     		NONE   501(C)(3)-CONTRIBUTION 8,137
    METRO BAPTIST CHURCH
    7201 W BRITTON RD
    OKLAHOMA CITY,OK73132     		NONE   501(C)(3)-CONTRIBUTION 1,000
    MUSTANG DIAMOND CLUB
    1201 N MUSTANG RD
    MUSTANG,OK73064     		NONE   501(C)(3)-CONTRIBUTION 855
    NEW CHURCH
    9201 N ROCKWELL AVE
    OKLAHOMA CITY,OK73132     		NONE   501(C)(3)-CONTRIBUTION 2,500
    NEW HEIGHTS ELEMENTARY SCHOOL
    1715 UNIVERSITY BLVD
    DURANT,OK74701     		NONE   501(C)(3)-CONTRIBUTION 1,000
    NEW HOPE CHRUCH
    11600 N COUNCIL RD
    OKLAHOMA CITY,OK73162     		NONE   501(C)(3)-CONTRIBUTION 1,000
    NEW LIFE ASSEMBLY OF GOD
    4121 SE 59TH
    DEL CITY,OK73135     		NONE   501(C)(3)-CONTRIBUTION 1,000
    NICHOLS HILLS PARKS INC
    6407 AVONDALE DR
    NICHOLS HILLS,OK73116     		NONE   501(C)(3)-CONTRIBUTION 300
    NORTBRIDGE ELEMENTARY
    2001 N BRIDGE ST
    WESLACO,TX78596     		NONE   501(C)(3)-CONTRIBUTION 1,000
    NORTHSIDE CHRISTIAN CHURCH
    2526 NW 122ND ST
    OKLAHOMA CITY,OK73120     		NONE   501(C)(3)-CONTRIBUTION 1,000
    NWOSU
    709 OKLAHOMA BLVD
    ALVA,OK73717     		NONE   501(C)(3)-CONTRIBUTION 1,500
    NWOSU SCHOLARSHIPS
    709 OKLAHOMA BLVD
    ALVA,OK73717     		NONE   501(C)(3)-CONTRIBUTION 5,000
    OAKDALE BAPTIST CHURCH
    10920 N SOONER RD
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 1,000
    OAKDALE SCHOOL FOUNDATION
    10901 N SOONER RD
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 3,000
    OETA
    7403 N KELLEY AVE
    OKLAHOMA CITY,OK73111     		NONE   501(C)(3)-CONTRIBUTION 100,000
    ORDER OF EASTERN STAR
    3101 SW 24TH ST
    OKLAHOMA CITY,OK73701     		NONE   501(C)(3)-CONTRIBUTION 3,000
    ORDER OF DEMOLAY
    PO BOX 891223
    OKLAHOMA CITY,OK73189     		NONE   501(C)(3)-CONTRIBUTION 3,000
    OU FOUNDATION
    100 W TIMBERDELL RD
    NORMAN,OK73019     		NONE   501(C)(3)-CONTRIBUTION 10,000
    PEOPLE CHURCH
    800 E BRITTON
    OKLAHOMA CITY,OK73114     		NONE   501(C)(3)-CONTRIBUTION 1,000
    PERRY CHAMBER OF COMMERCE
    300 6TH STREET
    PERRY,OK73077     		NONE   501(C)(3)-CONTRIBUTION 600
    PERRY HIGH SCHOOL ALUMNI
    PO BOX 327
    PERRY,OK73077     		NONE   501(C)(3)-CONTRIBUTION 75,000
    PIVOT
    201 NE 50TH ST
    OKLAHOMA CITY,OK73105     		NONE   501(C)(3)-CONTRIBUTION 10,000
    PUTNAM CITY NORTH ATHLETIC
    5401 NW 40TH
    OKLAHOMA CITY,OK73122     		NONE   501(C)(3)-CONTRIBUTION 500
    PUTNAM CITY SCHOOLS
    5401 NW 40TH
    OKLAHOMA CITY,OK73122     		NONE   501(C)(3)-CONTRIBUTION 1,000
    PUTNAM CITY SCHOOLS
    5401 NW 40TH
    OKLAHOMA CITY,OK73122     		NONE   501(C)(3)-CONTRIBUTION 2,500
    QUAIL CREEK ELEMENTARY SCHOOL
    11700 THORN RIDGE ROAD
    OKLAHOMA CITY,OK73120     		NONE   501(C)(3)-CONTRIBUTION 1,000
    RAINBOW GIRLS SCHOLARSHIP
    PO BO 1459
    GUTHRIE,OK73044     		NONE   501(C)(3)-CONTRIBUTION 12,000
    RALPH DOWNS ELEMENTARY SCHOOL
    7501 W HEFNER RD
    OKLAHOMA CITY,OK73162     		NONE   501(C)(3)-CONTRIBUTION 1,000
    REGIONAL FOOD BANK
    3355 S PURDUE AVE
    OKLAHOMA CITY,OK73137     		NONE   501(C)(3)-CONTRIBUTION 4,500
    RIVER OF LIFE CHURCH
    6901 NW 150TH ST
    OKLAHOMA CITY,OK73142     		NONE   501(C)(3)-CONTRIBUTION 1,000
    SCOTTISH RITE GUTHRIE VALLEY
    900 E OKLAHOMA AVE
    GUTHRIE,OK73044     		NONE   501(C)(3)-CONTRIBUTION 3,000
    SCOTTISH RITE MCALESTER VALLEY
    305 N 2ND ST
    MCALESTER,OK74501     		NONE   501(C)(3)-CONTRIBUTION 1,000
    SCOTTISH RITE TULSA VALLEY
    9525 E 51ST STREET G
    TULSA,OK74145     		NONE   501(C)(3)-CONTRIBUTION 1,000
    SE OKLAHOMA STATE UNIV
    1405 N 4TH
    DURANT,OK74701     		NONE   501(C)(3)-CONTRIBUTION 3,000
    SPRING CREEK BAPTIST CHURCH
    11701 N MACARTHUR BLVD
    OKLAHOMA CITY,OK73162     		NONE   501(C)(3)-CONTRIBUTION 1,000
    SPRING CREEK ELEMENTARY
    15400 N ROCKWELL AVE
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 5,000
    STONERIDGE ELEMENTARY SCHOOL
    10000 WEST MEMORIAL RD
    YUKON,OK73099     		NONE   501(C)(3)-CONTRIBUTION 1,000
    SUMMIT MIDDLE SCHOOL
    1703 NW 150TH
    EDMOND,OK73013     		NONE   501(C)(3)-CONTRIBUTION 1,000
    SWOSU FOUNDATION
    100 CAMPUS DRIVE
    WEATHERFORD,OK73096     		NONE   501(C)(3)-CONTRIBUTION 2,500
    THE SALVATION ARMY
    311 SW 5TH STREET
    OKLAHOMA CITY,OK73101     		NONE   501(C)(3)-CONTRIBUTION 5,000
    TULSA COMMUNITY
    3727 E APACHE ST
    TULSA,OK74115     		NONE   501(C)(3)-CONTRIBUTION 100,000
    UNITED FUND OF PERRY
    1010 7TH STREET
    PERRY,OK73077     		NONE   501(C)(3)-CONTRIBUTION 250
    WEATHERFORD MIDDLE SCHOOL
    509 CUSTER ST
    WEATHERFORD,OK73096     		NONE   501(C)(3)-CONTRIBUTION 1,000
    WEST ELEMENTARY
    8400 GREYSTONE AVE
    OKLAHOMA CITY,OK73120     		NONE   501(C)(3)-CONTRIBUTION 1,000
    WEST FIELD ELEMENTARY SCHOOL
    17601 N PENNSYLVANIA AVE
    EDMOND,OK73012     		NONE   501(C)(3)-CONTRIBUTION 1,000
    WILEY POST ELEMENTARY
    6920 W BRITTON RD
    OKLAHOMA CITY,OK73132     		NONE   501(C)(3)-CONTRIBUTION 1,000
    WILL ROGERS ELEMENTARY
    8201 NW 122ND
    OKLAHOMA CITY,OK73142     		NONE   501(C)(3)-CONTRIBUTION 1,000
    YMCA OF PERRY
    107 N 7TH STREET
    PERRY,OK73077     		NONE   501(C)(3)-CONTRIBUTION 1,500
    Total .................................bullet 3a 451,842
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 16,490  
    4 Dividends and interest from securities....     14 231,665  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     18 5,509  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 712,576  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   966,240  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    966,240
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,964 1,714   1,250

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABAXIS INC    
    ACCENTURE PLC IRELAND 36,816 31,022
    ADOBE INC 50,065 43,212
    ALPHABET 90,178 75,237
    AMERICAN TOWER 29,383 31,322
    AMERIPRISE 31,540 22,648
    APTARGROUP INC 3,194 5,738
    ARTISAN PARTNERS ASSET MGMT 10,041 5,749
    ASPEN TECHNOLOGY 6,806 17,011
    AUTONHOME INC 10,175 30,588
    BLACKROCK 31,500 25,533
    CALIFORNIA EFA REV TXBL 20,000 19,445
    CDW CORPORATION 8,188 22,532
    CHEVRON CORP 19,187 19,367
    CHICAGO IL WTR REV 22,866 22,637
    COMCAST 27,909 25,980
    CONNECTICUT ST SER B 21,885 21,487
    CONSUMER DISCRETIONARY SELECT SECTOR 314,400 269,604
    CONSUMERS STAPLES SECTOR 49,324 44,026
    COPART INC 6,180 21,453
    CORE LABORATORIES INC 5,016 2,804
    COUNTRY CLUB HILLS IL 21,551 21,332
    CT ST SPL TAX OGLG REV 22,364 21,550
    CUMBERLAND CNTY NJ 20,257 19,579
    DANAHER 33,151 33,308
    DONALDSON COMPANY 4,347 6,986
    DRIL-QUIP INC 13,933 8,108
    ECOLAB 30,830 30,207
    ENERGY SELECT SECTOR SDPR FUND 190,032 143,949
    FACEBOOK 30,593 23,072
    FACTSET RESEARCH SYSTEMS 8,164 12,008
    FINANCIAL SECTOR SDPR FUND 95,305 105,046
    FOX FACTORY HOLDING    
    GRACO INC 13,471 19,167
    GUGGENHEIM ENHANCED SHORT DURATION    
    GUGGENHEIM S&P 500    
    HEALTH CARE SELECT SECTOR 288,723 296,210
    HFF INC CLASS A 10,429 11,540
    HOME DEPOT 37,456 31,959
    HONEYWELL INTL 37,643 32,369
    HOUSTON TX UTIL SYS 10,000 10,293
    HOUSTON TX UTIL SYS 10,000 10,291
    INDIANA ST HSG & CMTY 15,000 14,718
    INDUSTRIAL SECTOR SDPR TRUST 117,827 130,752
    INDUSTRY CA SALES TAX 19,953 19,864
    INTERCONTINENTALEXCHANGE 20,045 20,188
    INVESCO QQQ TRUST 113,385 158,425
    INVESCO S&P 500 EQUAL WEIGHT 142,574 161,595
    ISHARES 1-3 YR TREAS BOND 1,609,075 1,603,748
    ISHARES EDGE MSCI 196,763 183,819
    ISHARES MSCI EAFE    
    ISHARES S&P 100 112,216 136,513
    ISHARES S&P MIDCAP 400 GROWTH 378,295 306,924
    ISHARES S&P SMALLCAP 600 139,333 147,294
    ISHARES SHORT-TERM CORP BOND 880,565 875,505
    ISHARES US AEROSPACE & DEFENSE 42,505 52,377
    ISHARES US BASIC MATERIALS 148,759 154,486
    ISHARES US FINANCIAL SERVICES    
    ISHARES US PREFERRED STOCK 205,164 178,441
    ISHARES US TELECOMMUNICATIONS    
    JACK HENRY & ASSOC INC 1,845 9,616
    KENTUCKY HSG CORP HSG 15,000 14,598
    KERN CNTY CA WTR    
    LAKE CNTY IL CMNTY CONS    
    LAUDER ESTEE 11,022 10,148
    LG&E & KU ENERGY 15,435 15,243
    LOS ANGELES CNTY CA 19,675 18,829
    LOWES 28,571 24,568
    MADISON & JERSEY CNTYS 10,000 9,891
    MANHATTAN ASSOCIATES 4,628 4,195
    MARKETAXESS HOLDINGS INC 3,614 12,679
    MARYLAND ST CMNTY DEV 20,000 19,230
    MASSACHUSETTS EDL FING 22,282 22,313
    MEDTRONIC 32,700 31,017
    MERIWETHER CNTY GA WTR    
    MICROSOFT 69,034 63,989
    MOELIS & CO 13,450 8,767
    MONDELEZ INTL 30,399 28,702
    MURRIETA CA REDEV AGY 9,909 9,825
    NEVADA SYS HIGH ED 20,000 19,900
    NEW JERSEY ST HSG 15,000 15,066
    NORTH CAROLINA EASTN MUN    
    O REILLY AUTOMOTIVE 36,311 37,876
    OKLAHOMA DEV FIN AUTH 15,001 14,953
    OLD DOMINION FREIGHT 10,463 18,277
    OSCEOLA CNTY FL PUB IMPT 20,000 19,765
    PARKER HANNIFIN 22,507 19,090
    POMONA CA PUB FING AUTH 10,000 9,885
    POOL CORP 7,056 15,460
    PORT VANCOUVER WA 20,000 20,632
    POWERSHARES QQQ TRUST    
    PRICESMART INC 14,776 11,052
    PRIMERICA INC 10,077 20,617
    R L I CORP 3,248 5,243
    RBC BEARING INC 1,629 10,619
    RED HAT 49,288 64,987
    RIGHTMOVE PLC 21,632 19,042
    ROCKWELL AUTOMATION 19,038 15,951
    ROYAL BANK OF CANADA 19,989 19,932
    SCHLUMBERGER NETHERLANDS 39,870 21,973
    SDPR BLOOMBERG ET BARCLAYS HI BOND 104,075 90,626
    SDPR S&P 500 194,694 271,913
    SDPR S&P HEALTH CARE EQUIPMENT 91,186 77,497
    SELECT SECTOR SPDR TR UTILITIES 165,963 232,848
    SONIC CORP    
    STATE PUB SCH BLDG AUTH 25,553 24,994
    SYLACAUGA AL TXBL WTS 9,962 9,783
    TECHNOLOGY SECTOR SDPR TRUST 156,687 208,625
    TELEDYNE TECHNOLOGIES 10,801 22,571
    THERMO RISHER SCIENTIFIC 37,695 35,359
    TIX COS 27,303 22,907
    TORO COMPATNY 6,894 9,220
    UBS AG JERSEY BRH ETH E-TRACS 211,699 137,441
    UNITEDHEALTH GROUP 57,057 53,062
    UNIVERSITY CO ENTERPRIS 10,221 10,127
    UNTD TECHNOLOGIES 29,569 23,319
    UTAH ST MUNI PWR AGY PWR 10,000 9,723
    VANGUARD FTSE DEVELOPED MARKETS 300,651 311,046
    VANGUARD GROWTH 206,791 423,005
    VANGUARD INDEX VNA 183,263 186,872
    VANGUARD INTERMEDIATE BOND 166,377 152,988
    VANGUARD INTERMEDIATE TERM 160,642 151,137
    VANGUARD INTL EQUITY 253,358 251,079
    VANGUARD MID CAP GROWTH 93,563 155,836
    VANGUARD MID CAP VALUE 142,099 259,012
    VANGUARD REIT    
    VANGUARD SMALL CAP GROWTH 167,994 238,233
    VANGUARD SMALL CAP VALUE 181,435 261,540
    VANGUARD VALUE 230,296 423,732
    VISA INC 60,606 55,151
    WABCO HOLDINGS 18,093 17,282
    WALT DISNEY 31,451 30,592
    WEST PALM BCH FL 20,000 18,913
    WISDOMTREE TRUST EUROPE HEDGED 159,081 159,349

    TY 2018 OtherExpensesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    CONTRACT SERVICES 2,500 2,500    


    TY 2018 OtherIncomeSchedule2
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAIN DISTRIBUTIONS 125 125  
    SECURITY BASIS ADJUSTMENTS -4,937 -4,937  
    OTHER INCOME 10,321 10,321  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 87,402 87,402    


    TY 2018 SubstantialContributorsSch
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Name Address
    M D BARBARA JIROUS 2701 W I-44 SERVICE RD STE 103
    OKLAHOMA CITY,OK73112


    TY 2018 TaxesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
     
    FOUNDATION INC
    EIN:
    73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD FROM DIVIDE 3,111 3,111    
    SECRETARY OF STATE 130 130    
    FEDERAL INCOME TAXES 17,500 17,500